Sales news & resources

No Longer Salesforce-Only, Apttus Intelligent Cloud Now Native to Microsoft

by Dann Anthony Maurno
The quote-to-cash solution that was available only to Salesforce users now runs natively on Azure and interfaces with Dynamics CRM.
CPQ (Configure, Price, Quote) Configuration & Development Customer Engagement Dynamics 365 Dynamics CRM Envision 2016 Marketing Power Automate Sales Sales & Marketing Sales Order Processing Sales Quoting

Vertafore and Microsoft Extend Dynamics CRM Technology Capabilities for Insurance Producers

by Dann Anthony Maurno
Leveraging Microsoft Dynamics CRM, Vertafore Agency SalesTrack brings insurance agents a sales management tool to drive customers from lead through sale.
Customer Engagement Dynamics 365 Dynamics CRM Insurance Insurance Lead management Marketing Sales Sales & Marketing Sales Order Processing

SalesPad to Invest $3.85 Million, Add 91 Jobs in Michigan

by Linda Rosencrance
ISV will nearly double its staff with development, support talent.
Customer Engagement Dynamics 365 Dynamics GP Inventory Management Marketing Order Management Purchasing Sales Sales & Marketing Sales & Ops Planning Sales Order Processing Sales Quoting

Business Apps Firm Fusion5 Acquires Koorb's Microsoft Dynamics CRM and SharePoint Practice

by Jason Gumpert
Move follows Koorb's 2015 sale of AX practice.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing xRM

Microsoft Dynamics and the Millennial Workforce: Can CRM 2016 Deliver?

by Angela Grom
How does CRM 2016 align with what we know about the work habits and interests of millenials?
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Marketing Mobile Applications SaaS Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: E-Signatures CRM Dev Project; CRM VAR Acquired; Payments for GP; ERP VAR Deal

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel.
Associations Customer Engagement Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Education Fashion Government Marketing Payment Processing

Microsoft Previews Task Flows in Dynamics CRM 2016: Guided User Experiences for Mobile

by Dann Anthony Maurno
Now in preview, user-level task flows provide a guided experience without the forms, grids, or navigation.
Business Process Mgmt CRM 2016 Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing Mobile Applications Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Call intelligence for CRM; AX accelerator; Retail partnership; European food sector offering

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Commerce Customer Engagement Customer Relationship Mgmt Data Integration Dynamics 365 Dynamics AX Dynamics CRM Food & Beverage Manufacturing Marketing Retail Sales

Innofactor Acquires Swedish Microsoft Dynamics CRM Partner Cinteros

by Linda Rosencrance
Deal grows Innofactor's Nordic coverage, expands to over 500 employees.
Associations Commerce Construction Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Education Government Marketing

Microsoft Partners in Singapore Team for New Azure and NAV-Based Bundle for SMEs

by Linda Rosencrance
It's localized, secure, and bundles Dynamics NAV with productivity tools. And, it's the first of its kind.
Business Central Customer Engagement Document Management Dynamics 365 Dynamics NAV Financial Management Localization Logistics Marketing Power Automate Regulatory Compliance SaaS

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Maximize Efficiency: Seven Best Practices for Automated Testing in Microsoft Dynamics 365

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Discover how to revolutionize your automated testing strategy for Microsoft Dynamics 365 with our expert guide
Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations Sales

(Infographic) The Ultimate Checklist for Choosing the Best Subscription Billing Software

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This guide is designed to concentrate on actionable steps
AI Bill Of Material Mgmt Complex Billing Customer Engagement Customer Insights Customer Service Dynamics 365 Fraud Protection Marketing Insights Revenue recognition Sales Sales Insights

A Guide to Understanding Revenue Leakage’s Causes

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This booklet Explore the core causes of revenue leakage, how it impacts your company and examples of where it might be occurring in your business today
AI Bill Of Material Mgmt Budgeting Business Process Mgmt Customer Engagement Development Dynamics 365 Dynamics Marketing Finance and Operations Financial Management Fraud Protection Invoice Processing

The Better Subscription Billing Bible

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Accounting Advanced Pricing Billing Business Central CPQ (Configure, Price, Quote) Complex Billing Customer Engagement Dynamics 365 Dynamics GP Dynamics NAV Finance and Operations Financial Management

Navigating The Rising Administrative Challenges Healthcare Faces

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This booklet explores the core financial administration challenges that healthcare faces, offering strategic solutions for each
Business Central Customer Engagement Dynamics 365 Dynamics NAV Healthcare Sales
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Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

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Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
Azure Construction Customer Engagement Customer Insights Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

Unlocking Efficiency: How Città Revolutionized Productivity with Test Automation

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Discover how Città boosted productivity and cut testing hours by over 90% with innovative test automation in this case study
Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction Consumer Goods

Seamless Evolution: Explore JMP's Shift from Dynamics AX to D365 & Automated Testing with TheTestMart

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AI Aerospace & Defense Agriculture Architecture Associations Automated Testing Automotive Azure Boating Business Central Chemicals Construction

Transforming Reily Foods: The Journey to Automated Testing Excellence in Dynamics 365 Finance Case Study

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AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

Consolidating CRM Systems for a Marine Construction Company

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Learn how the marine construction company worked with Arctic IT to migrate from Salesforce to Dynamics 365 Sales for a better connected solution.
Construction Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Power BI Power Platform Sales
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AI Automated Testing Azure Business Central Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics POS Dynamics RMS Field Service Finance and Operations

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The emfluence Marketing Platform is so intuitive, you’ll swear it was built just for you! The emfluence Marketing Platform is...
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See your products come to life with Visual CPQ. The Visual CPQ optional module provides Experlogix CPQ users with a powerful...
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